JAMES STECHLY “Specializing in financial planning for the life events that matter most – so that you can be present when they happen to you.” FINANCIAL PLANNER, INVESTMENT, AND RETIREMENT PLANNING Specialist James Stechly knows that life gives us many defining moments. Whether it’s the arrival of a new child, the complexities of managing a loved one’s estate, the purchase of a first home, or getting ready to retire – he knows that life’s many...

PAIGE MACLEAN “Look beyond the noise – life’s defining moments deserve a partnership built on trust and expertise. Make financial decisions with confidence.” SENIOR WEALTH ADVISOR, Paige Maclean , and her business partner, Nick Rychlo , have worked together for more than 17 years. The practice they’ve built is driven by a team approach, with a focus on empowering clients. As a team, Paige and Nick are interchangeable, once you’ve become a client, either one of them...

LOUSIE JACOBS “Prioritizing transparency and client needs. I believe that “integrity” is more than a buzz word – it’s...